Overview On Taiwan Semiconductor Industry (2017 Edition)
Overview On Taiwan Semiconductor Industry (2017 Edition)
Overview On Taiwan Semiconductor Industry (2017 Edition)
Taiwan Semiconductor
Industry
(2017 Edition)
1
Table of Contents
I. Preface------------------------------------------------------3
IC Design ------------------------------------------------------- 6
IC Manufacturing --------------------------------------------- 8
2
I. Preface
This Overview on Taiwan Semiconductor Industry is a translated
excerpt from an ITIS (Industrial Technology Information Services) publication,
which provides an overview of Taiwan semiconductor industry in 2016. Also
included is a directory of Taiwan semiconductor companies. These data should
be valuable to those who wish to establish business relationship in Taiwan.
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II. Taiwan Semiconductor industry in Year 2016
Industry Revenue 1,562.7 -11.7% 1,634.2 4.6% 1,888.6 15.6% 2,203.3 16.7% 2,264.0 2.8% 2,449.3 8.2%
IC Design 385.6 -15.2% 411.5 6.7% 481.1 16.9% 576.3 19.8% 592.7 2.8% 653.1 10.2%
IC Manufacturing 786.7 -12.6% 829.2 5.4% 996.5 20.2% 1,173.1 17.7% 1,230.0 4.9% 1,332.4 8.3%
Foundry 572.9 -1.7% 648.3 13.2% 759.2 17.1% 914.0 20.4% 1,009.3 10.4% 1,148.7 13.8%
Memory 213.8 -32.5% 180.9 -15.4% 237.3 31.2% 259.1 9.2% 220.7 -14.8% 183.7 -16.8%
IC Packaging 269.6 -6.1% 272.0 0.9% 284.4 4.6% 316.0 11.1% 309.9 -1.9% 323.8 4.5%
IC Testing 120.8 -5.5% 121.5 0.6% 126.6 4.2% 137.9 8.9% 131.4 -4.7% 140.0 6.5%
Product Revenue 599.4 -22.3% 592.4 -1.2% 718.4 21.3% 835.4 16.3% 813.4 -2.6% 836.8 2.9%
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By the end of 2016, Taiwan Semiconductor industry consisted of 240 IC
fabless design houses, 16 fabrication companies, 37 packaging and testing
houses, 7 substrate suppliers, 11 wafer suppliers, 3 mask makers, and 4 lead
frames companies, (Figure 1).
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IC Fabless Companies
In 2016, there were 240 design houses in Taiwan (Table 2). Benefitting from
the growing demand for smart mobile devices in China, Taiwan IC design
revenue grew by 10.2% to reach NT$653.1 billion, which accounted for 19.4%
of worldwide IC design market and ranked number 2 worldwide, following the
US.
WW Ranking 2 2 2 2 2
Value Added
141.9 179.0 168.2 174.5 181.1
(NT$B)
R&D Expense
77.5 95.1 99.8 109.0 110.5
(NT$B)
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Table 3 Top 10 Fabless Companies in Taiwan, 2016
NT$B
2015 Ranking 2016 Ranking Company 2015 Revenue 2016 Revenue Growth(%)
Global
12 10 7.8 9.3 20%
Unichip
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IC Fabrication
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Table 4 Major Indices of Taiwan IC Fabrication Business
2013 2014 2015 2016 2017(e)
# of Companies 15 16 16 16 15
Revenue(NT$B) 996.5 1,173.1 1,230.0 1,332.4 1,391.7
Growth (%) 20.2% 17.7% 4.9% 8.3% 4.5%
WW Market Share (Foundry) 70.3% 71.40% 70.30% 70.7% 70.0%
WW Ranking (Foundry) 1 1 1 1 1
Value Added (NT$B) 585.9 802.5 844.1 888.4 938.9
Value Added Rate (%) 58.8% 68.4% 68.6% 66.7% 67.2%
Capital Investment (NT$B) 346.8 384.9 392.6 466.0 439.4
Capital Investment /Revenue(%) 34.8% 32.8% 31.9% 35.0% 31.6%
R&D Employee (p) 8,563 8,784 8,907 9,131 9,200
R&D Expense (NT$B) 86.6 95.4 102.7 135.4 140.0
R&D Expense/ Revenue (%) 8.7% 8.1% 8.3% 10.2% 10.1%
Workforce(P) 83,854 85,674 87,559 88,960 85,939
Average revenue per workforce
11.9 13.7 14.0 15.0 16.2
(NT$M)
Win
9 8 12.0 13.6 13.3%
Semiconductors
# of Companies 37 37 37 37 37
WW Ranking 1 1 1 1 1
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Table 7 Top 10 IC Packaging and Testing Companies
NT$B
2015 Rank 2016 Rank Company 2015 Revenue 2016 Revenue Growth(%)
Table 7 shows the top 10 Taiwan packaging and testing companies in 2016.
Total revenue of top 5 (ASE, SPIL, PTI, KYEC, and Chipmos) companies
comprised 70.1% of total Taiwan packaging and testing revenue and revenue
of top 10 comprised 83.8%, demonstrating the dominance of the top companies
in the industry.
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III. Taiwan IC Market
In 2016, imported ICs increased 16.5% to NT$1,166.2 billion (NT$1,000.9
in 2015) and exported ICs increased 15.2% to NT$2,328.8 billion (NT$2,021.7B
in 2015). Major import countries of Taiwan in 2016 were China (including HK),
South Korea, Japan, Singapore, and the United States. Major export countries
of Taiwan were China (including HK), Singapore, South Korea, Japan, and
Malaysia. Surplus was NT$1.162.5 billion in 2016, up 13.9% on-year and is
expected to increase 12.0% to reach NT$1,302.1 billion in 2017.
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Source:Taiwan Customs;TSIA, IEK-ITRI (May 2017)
In 2016, Taiwan imported the most from China (including HK) (19.1%)
followed by Japan (17.0%), South Korea (14.9%), the United States (10.4%),
and Singapore (8.7%).
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IV. Outlook
Taiwan Semiconductor revenue (including design, manufacturing,
packaging, and testing) is expected to reach NT$2,535.0 billion (about
US$81.3B) in 2017, up 3.5 % from 2016, with NT$653.8 billion (US$21.0B) in
design, a 0.1% increase, NT$1,391.7 billion (US$44.6B) in manufacturing, a
4.5% increase (NT$1,246.7B (US$40.0B) in foundry, up 8.5% and NT$145.0B
(US$4.6B) in memory, down 21.1%), NT$338.2 billion (US$10.8B) in packaging,
a 4.4% increase, and NT$151.3 billion (US$4.8B) in testing, an 8.1% growth.
(Exchange rate NT$/US$ was 31.2.)
NT$B 17Q1 16Q4 16Q1 17Q2(e) 17Q1 16Q2 17Q3(e) 17Q2 16Q3 17Q4(e) 17Q3 16Q4 2017(e) 17/16
Industry Revenue 571.4 -11.3% 5.0% 573.9 0.4% -4.6% 696.3 21.3% 5.6% 693.4 -0.4% 7.6% 2,535.0 3.5%
IC Design 139.8 -12.5% -3.7% 154.0 10.2% -9.3% 181.0 17.5% 1.5% 179.0 -1.1% 12.0% 653.8 0.1%
IC Manufacturing 320.8 -11.0% 8.6% 300.4 -6.4% -5.4% 385.3 28.3% 7.4% 385.2 0.0% 6.8% 1,391.7 4.5%
Foundry 284.9 -9.2% 14.4% 264.1 -7.3% -3.5% 348.7 32.0% 11.7% 349.0 0.1% 11.2% 1,246.7 8.5%
Memory 35.9 -23.3% -22.5% 36.3 1.1% -17.7% 36.6 0.8% -21.3% 36.2 -1.1% -22.6% 145.0 -21.1%
IC Packaging 77.0 -10.3% 5.5% 83.0 7.8% 3.8% 89.0 7.2% 4.7% 89.2 0.2% 4.0% 338.2 4.4%
IC Testing 33.8 -11.1% 10.8% 36.5 8.0% 7.4% 41.0 12.3% 9.3% 40.0 -2.4% 5.3% 151.3 8.1%
Product Revenue 175.7 -15.0% -8.3% 190.3 8.3% -11.0% 217.6 14.3% -3.2% 215.2 -1.1% 4.2% 798.8 -4.5%
(e): estimate
Source:TSIA, IEK-ITRI (May 2017)
Note:
IC Industry Revenue = IC design + Manufacturing + Packaging + Testing
IC Production Revenue = IC Design + Memory (Brand name products, mostly Memory
products)
IC Manufacturing Revenue = Foundry + Memory (Brand name products, mostly Memory
products)
Revenue of Inotera, which became a subsidiary of Micron, was excluded from 2017
Taiwan Memory revenue
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Table 9 Major Indices of Taiwan IC Industry, 2012-2017
NT$B 2012 12/11 2013 13/12 2014 14/13 2015 15/14 2016 16/15 2017(e) 17/16
Industry Revenue 1,634.2 4.6% 1,888.6 15.6% 2,203.3 16.7% 2,264.0 2.8% 2,449.3 8.2% 2,535.0 3.5%
IC Design 411.5 6.7% 481.1 16.9% 576.3 19.8% 592.7 2.8% 653.1 10.2% 653.8 0.1%
IC Manufacturing 829.2 5.4% 996.5 20.2% 1,173.1 17.7% 1,230.0 4.9% 1,332.4 8.3% 1,391.7 4.5%
Foundry 648.3 13.2% 759.2 17.1% 914.0 20.4% 1,009.3 10.4% 1,148.7 13.8% 1,246.7 8.5%
Brand Name 180.9 -15.4% 237.3 31.2% 259.1 9.2% 220.7 -14.8% 183.7 -16.8% 145.0 -21.1%
IC Packaging 272.0 0.9% 284.4 4.6% 316.0 11.1% 309.9 -1.9% 323.8 4.5% 338.2 4.4%
IC Testing 121.5 0.6% 126.6 4.2% 137.9 8.9% 131.4 -4.7% 140.0 6.5% 151.3 8.1%
Product Revenue 592.4 -1.2% 718.4 21.3% 835.4 16.3% 813.4 -2.6% 836.8 2.9% 798.8 -4.5%
(e): estimate
Source:TSIA, IEK-ITRI (May 2017)
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V. Directory of Taiwan Semiconductor Companies
Fabless
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APEC APLUS Appo Tech
TEL:886-3-6215899 TEL:886-2-27829266 TEL: 886-3-5719960
FAX:886-3-6215999 FAX:886-2-27829255 FAX: 886-3-5719969
www.a-power.com.tw www.aplusinc.com.tw www.appotech.com
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CHiPLUS Cion C-Media
TEL:886-3-5637887 TEL:886-3-6003888 TEL:886-2-87731100
FAX:886-3-5637877 FAX:886-3-6002888 FAX:886-2-87732211
www.chiplus.com/tw/ www.cmedia.com.tw
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Etron EUTECH Evercorp.
TEL:886-3-5782345 TEL:886-3-3164556 TEL:886-2-87971106
FAX:886-3-5779001 FAX:886-3-3164557 FAX:886-2-87971107
www.etron.com www.eutechmicro.com
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GSC G-Time HIGHERWAY
TEL:886-3-5739828 TEL:886-3-5733606 TEL:886-4-23550011
FAX:886-3-5738903 FAX:886-3-5733638 FAX:886-4-23550022
www.gscore.com www.g-time.com.tw www.higherway.com.tw
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Leadtrend Legend Design Lionic
TEL:886-3-5543588 TEL:886-3-5710000 TEL:886-3-5789399
FAX:886-3-5540098 FAX:886-3-5716598 FAX:886-3-5789595
www.leadtrend.com.tw www.LegendDesign.com www.lionic.com
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Novatek NyQuest Technology OTI
TEL:886-3-5670889 TEL:866-3-5169077 TEL:886-3-6573098
FAX:886-3-5770132 FAX:866-3-5169076 FAX:886-3-6573108
www.novatek.com.tw www.nyquest.com.tw www.oti.com.tw
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SCI Semitech Sentelic
TEL:886-2-27827898 TEL:886-2-32348788 TEL:886-2-87525880
FAX:886-2-27882911 FAX:886-2-32347322 FAX:886-2-87526990
www.syschips.com www.semitech.com.tw www.sentelic.com
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Syntronix System General Tai’mec
TEL:886-3-6200200 TEL:886-2-29173005 TEL:886-3-5526221
FAX:886-3-5631980 FAX:886-2-29111283 FAX:886-3-5526222
www.syntronix.com.tw www.sg.com.tw www.taimec.com.tw
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WindTop Winson Xtramus
TEL:886-3-5710303 TEL:886-3-6661203 TEL:886-2-82276611
FAX:886-3-5710202 FAX:886-3-6661204 FAX:886-2-82276622
www.winson.com.tw www.xtramus.com
Zentel
TEL:886-3-5799599
FAX:886-3-5799299
www.zentel.com.tw
IC Fab.
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TSMC UMC VIS
TEL:886-3-5636688 TEL:886-3-5782258 TEL:886-3-5770355
FAX:886-3-5783032 FAX:886-3-5779392 FAX:886-3-5789851
www.tsmc.com www.umc.com www.vis.com.tw
WIN Winbond
TEL:886-3-3975999 TEL:886-4-25218168
FAX:886-3-3975069 FAX:886-3-5796024
www.winfoundry.com www.winbond.com
IC Packaging
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Powertech Sigurd SPIL
TEL:886-3-5980300 TEL:886-3-5959213 TEL:886-4-25341525
FAX:886-3-5973805 FAX:886-3-5944495 FAX:886-4-25342025
www.pti.com.tw www.sigurd.com.tw www.spil.com.tw
IC Testing
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Global Test Greatek ITS
TEL:886-3-5987168 TEL:886-37-638568 TEL:886-3-5637388
FAX:886-3-5981826 FAX:886-37-628363 FAX:886-3-5779798
www.gttw.com.tw www.greatek.com.tw www.itsturnkey.com
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Silicon Wafer
SunEdison Waferworks
TEL:886-3-5783131 TEL:886-3-4815001
FAX:886-3-5791290 FAX:886-3-4815002
www.sunedisonsilicon.com www.waferworks.com
Mask
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Discrete
LITE-ON Mospec Prosperity
TEL:886-2-29160230 TEL:886-6-5991621 TEL:886-3-3885216
FAX:886-2-29158475 FAX:886-6-5991626 FAX:886-3-3885219
www.liteon-semi.com www.mospec.com.tw
Zowie
TEL:886-2-22195533
FAX:886-2-22191133
www.zowie.com.tw
Opto-Semiconductor
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Lite-On Opto Tech Sinonar
TEL:886-2-87982888 TEL:886-3-5638951 TEL:886-3-5783366
FAX:886-2-87982868 FAX:886-3-5783696 FAX:886-3-5781812
www.liteon.com www.opto.com.tw www.sinonar.com.tw
Tyntek U.O.C
TEL:886-37-582997 TEL:886-3-4852687
FAX:886-37-582908 FAX:886-3-4751625
www.tyntek.com.tw www.uocnet.com
Design Tools
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